Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Deduplicated

Activated when a duplicate contact is detected and merged in HubSpot using Insycle. This trigger allows for further automation or notifications based on deduplication events.
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New Company Deduplicated

Triggered when duplicate company records are identified and merged in HubSpot using Insycle. Use this trigger to update related records or initiate workflows after deduplication.
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New Deal Deduplicated

Activated when duplicate deals are detected and merged in HubSpot using Insycle. Utilize this trigger to maintain deal pipeline accuracy and consistency.
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Contact Deduplication Rule Updated

Triggered when a deduplication rule is modified or updated in Insycle, allowing for real-time synchronization of deduplication settings with HubSpot.
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Company Deduplication Rule Updated

Activated when a deduplication rule for companies is updated or modified in Insycle. Use this trigger to ensure consistency in deduplication processes across your HubSpot account.
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Deal Deduplication Rule Updated

Triggered when a deduplication rule for deals is modified or updated in Insycle. Utilize this trigger to stay informed about changes in deduplication settings for deals.
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Contact Merged

Triggered when two or more duplicate contact records are merged into one in HubSpot using Insycle. This trigger can be used to update related records or notify stakeholders about the merge.
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Company Merged

Activated when duplicate company records are merged into one in HubSpot using Insycle. Utilize this trigger to maintain data integrity and consistency across your CRM.
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Deal Merged

Triggered when duplicate deals are merged into one in HubSpot using Insycle. Use this trigger to update deal-related records or notify sales teams about the merge.

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Sheet Director

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Streamline data management and automate workflows by integrating Sheet Director with HubSpot, enabling you to sync data between Google Sheets and HubSpot effortlessly.

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Jira

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Streamline project management and collaboration by integrating Jira with HubSpot, enabling you to sync tasks, issues, and projects seamlessly between platforms.

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Simplify task management and improve project collaboration with Asana by ConnectIn integrated with HubSpot. Discover how our integration solutions can optimize your workflow.

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Simplify document management and improve workflow efficiency with PDF CreateMate integrated with HubSpot. Discover how our integration solutions can streamline processes.

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Kiflo PRM

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Optimize partner relationship management and drive channel sales by integrating Kiflo PRM with HubSpot, enabling you to onboard, manage, and track partner activities seamlessly within your CRM platform.

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Contacts+

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Enhance your contact management capabilities and improve relationships by integrating Contacts+ with HubSpot, enabling you to access enriched contact data and streamline communication.

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Optimize your partner management processes and drive channel growth by integrating PartnerStack with HubSpot, enabling you to manage partnerships, track referrals, and reward advocates effectively.

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Streamline document management and improve collaboration by integrating ApiX-Drive with HubSpot, enabling you to store, share, and access files securely within your CRM platform.

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Equals

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Streamline expense management and improve financial visibility by integrating Equals with HubSpot, enabling you to sync expenses, track budgets, and analyze spending patterns.

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Nvoip

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Enhance call management and improve customer interactions by integrating Nvoip with HubSpot, enabling you to track calls, capture leads, and streamline communication seamlessly.

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"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

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HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

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Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

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The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

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I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Dedup by Insycle logo

Dedup by Insycle + HubSpot

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Eliminate Duplicate Records

Easily identify and merge duplicate contacts, companies, and deals in HubSpot using Insycle's powerful deduplication tools.

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Maintain Data Integrity

Ensure data cleanliness and accuracy by automatically detecting and resolving duplicates in your HubSpot database with Insycle.

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Streamline Data Management

Simplify the process of deduplication and data cleansing with Insycle's intuitive interface, reducing manual efforts and saving time.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Dedup by Insycle Integration ensure data accuracy?

Insycle's deduplication tools automatically identify and merge duplicate records in HubSpot, ensuring data cleanliness and integrity.

Can I customize deduplication rules with Insycle?

Yes, Insycle allows you to create and customize deduplication rules to fit your specific data cleansing needs in HubSpot.

Is it possible to review and confirm deduplication changes before they are applied in HubSpot?

Yes, Insycle provides a preview of deduplication changes, allowing you to review and confirm them before they are executed in HubSpot.

Can I schedule deduplication tasks to run automatically?

Yes, Insycle offers scheduling options for deduplication tasks, enabling you to automate the process and ensure continuous data cleanliness in HubSpot.

How does HubSpot Dedup by Insycle Integration impact reporting and analytics?

By eliminating duplicate records, the integration improves data accuracy, leading to more reliable reporting and analytics insights in HubSpot.

Can I undo deduplication changes made by Insycle?

Yes, Insycle provides the ability to undo deduplication changes, allowing you to revert back to previous states if needed.

Does the integration support deduplication across all HubSpot record types?

Yes, Insycle supports deduplication for contacts, companies, and deals in HubSpot, ensuring comprehensive data cleansing across your CRM.

Can I track deduplication activity and history in HubSpot?

Yes, Insycle logs deduplication activity, providing visibility into changes made and allowing for auditing and tracking in HubSpot.

Is there a limit to the number of records that can be deduplicated using Insycle?

Insycle offers scalable deduplication solutions, accommodating large datasets and ensuring efficient deduplication processes in HubSpot.

How does the integration help maintain GDPR compliance when deduplicating data?

Insycle ensures compliance with data privacy regulations such as GDPR by providing tools for secure and transparent data handling during deduplication processes in HubSpot.
Insycle's deduplication tools automatically identify and merge duplicate records in HubSpot, ensuring data cleanliness and integrity.
Yes, Insycle allows you to create and customize deduplication rules to fit your specific data cleansing needs in HubSpot.
Yes, Insycle provides a preview of deduplication changes, allowing you to review and confirm them before they are executed in HubSpot.
Yes, Insycle offers scheduling options for deduplication tasks, enabling you to automate the process and ensure continuous data cleanliness in HubSpot.
By eliminating duplicate records, the integration improves data accuracy, leading to more reliable reporting and analytics insights in HubSpot.
Yes, Insycle provides the ability to undo deduplication changes, allowing you to revert back to previous states if needed.
Yes, Insycle supports deduplication for contacts, companies, and deals in HubSpot, ensuring comprehensive data cleansing across your CRM.
Yes, Insycle logs deduplication activity, providing visibility into changes made and allowing for auditing and tracking in HubSpot.
Insycle offers scalable deduplication solutions, accommodating large datasets and ensuring efficient deduplication processes in HubSpot.
Insycle ensures compliance with data privacy regulations such as GDPR by providing tools for secure and transparent data handling during deduplication processes in HubSpot.

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